Manager- Forex and Treasury sales
Shine.com · Mumbai, Maharashtra, India
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- On site
- Full-time
- ₹150,000 / year
- Mumbai, Maharashtra, India
Job highlights
- Manage own FX, Treasury book and P/L.
- Drive revenue through client acquisition and advice.
- Work with high-net-worth individuals and family offices.
- Opportunity for unlimited upside and cross-selling.
- Direct exposure to CEO and client decision-makers.
About the role
Manager, Forex and Treasury Sales
A leading Wealth Management and Financial Advisory firm is seeking a Manager for FX and Treasury Sales in Mumbai. This role is with a Multi-Family Office and Advisory firm, a subsidiary of a prominent financial services and Wealth Management entity with over 20 years of experience in FX and Treasury management. They offer bespoke investment solutions to High-net-worth individuals (HNIs), family offices, single-family businesses, and trusts, utilizing a state-of-the-art approach backed by extensive industry networks.
Role Responsibilities
This is an entrepreneurial role where you will manage your own FX and Treasury advisory book, P/L, and revenue generation through client acquisition and ongoing advice on an annuity basis. Key responsibilities include improving FX effectiveness, bank dealings and negotiations, managing hedge ratios, market research, treasury diagnostics and policy implementation, modelling, MIS, and engaging with promoters/CFOs across India and abroad. You will also be responsible for cross-selling additional services like wealth management.
Key Activities
- Managing FX risk management and portfolio management services.
- Improving FX effectiveness and bank dealings.
- Managing hedge ratios and conducting market research.
- Treasury diagnostics and policy implementation.
- Modelling, MIS, and client meetings at promoter/CFO levels.
- Cross-selling wealth management and other services.
- Involvement in large-scale treasury optimization projects and policy making.
- Building and leveraging relationships for enhanced business.
Experience and Eligibility
- 10-25 years of experience, preferably from banking treasury dealing rooms.
- Understanding of FX, Banking, Liabilities, and Investments.
- Client-serving experience in a broking or banking sell-side setup is required if you have handled FX in corporate treasury.
- Pure corporate treasury experience may not be suitable.
- Must have an entrepreneurial mindset and a strong desire to grow.
- Candidates must be avid readers, smart, and highly motivated.
Qualifications
- Graduate degree; Management qualification preferred.
- Knowledge of Economics and passion for Treasury and Financial Markets analysis.
- Excellent Excel skills.
- Strong English communication (written/verbal) and meeting skills are critical.
What's in it for you?
- Close exposure to the CEO and directors, working with key clients.
- Advanced knowledge of FX and treasury management.
- Exposure to meeting and advising CEOs/CFOs of large companies.
- Understanding of advanced market concepts, liabilities, predictive models, and options.
- Insight into asset allocation and quantitative allocation across wealth products (MFs, REITs, alternatives).
- Opportunity to handle large teams, hiring, and own P/L.
- Additional ESOPS and unlimited 20% sharing on Partner books with unlimited upside and cross-sell opportunities.
Key Skills/Competency
Forex Sales, Treasury Sales, FX Risk Management, Portfolio Management, Client Acquisition, Revenue Generation, Banking, Financial Markets, Wealth Management, Relationship Management
Skills & topics
- Forex Sales
- Treasury Sales
- FX Risk Management
- Financial Advisory
- Wealth Management
- Client Acquisition
- P&L Management
- Banking
- Treasury Management
- Sales Manager
How to get hired
- Tailor your resume: Highlight your 10-25 years of experience in Forex and Treasury sales, emphasizing client advisory, P/L management, and revenue generation. Quantify achievements where possible.
- Showcase entrepreneurial spirit: Emphasize your driven mindset, passion for financial markets, and ability to build client relationships.
- Prepare for interviews: Be ready to discuss your experience in FX effectiveness, bank dealings, hedge ratios, and treasury optimization projects. Demonstrate your understanding of economics and financial markets.
- Highlight communication skills: Prepare examples of your ability to meet and advise C-level executives (promoters/CFOs) and your proficiency in Excel and English.
- Contact directly: If you find a fit, share your CV with career@megmaservices.co.in or contact Rajat at 7011354634 with your current CTC, notice period, and expected CTC.
Technical preparation
Master Excel for financial modeling.,Understand FX markets and hedging strategies.,Prepare for treasury diagnostics and policy discussions.,Review economic indicators and market news.
Behavioral questions
Describe managing your own P&L.,How do you acquire and advise clients?,Share an example of a treasury optimization project.,How do you build C-level relationships?
Frequently asked questions
- What specific experience is most valued for the Manager, Forex and Treasury Sales role at this firm?
- The firm highly values candidates with 10-25 years of experience, particularly those from banking treasury dealing rooms with a strong understanding of FX, banking, liabilities, and investments. Client-serving experience in a broking or banking sell-side setup is crucial if you've handled FX in a corporate treasury role.
- Is this role suitable for someone with only corporate treasury experience?
- Pure corporate treasury experience may not be the best fit. The role requires client-serving experience in a broking or banking sell-side setup, indicating a preference for client-facing advisory and sales roles rather than purely internal corporate functions.
- What are the key financial and career growth opportunities for this position?
- This role offers an entrepreneurial path with a CTC, a partnership model on books, and unlimited upside potential through cross-selling. You will manage your own P/L, earn a share in revenue on acquired clients, and have opportunities for additional ESOPS.
- What kind of clients will I be advising as a Manager, Forex and Treasury Sales?
- You will be advising High-net-worth individuals (HNIs), family offices, single-family businesses, and trusts. The firm also engages with Indian and global clients ranging from Rs. 200 crs to Rs. 10000 crs topline in various industries.
- What are the essential qualifications and skills for this Manager, Forex and Treasury Sales role?
- A graduate degree is required, with a management qualification preferred. Essential skills include excellent Excel, strong English communication (written/verbal), meeting skills, knowledge of economics, and a passion for financial markets analysis. An entrepreneurial mindset is also necessary.
- How does this Manager, Forex and Treasury Sales role differ from a typical sales position?
- This role is highly entrepreneurial, focusing on managing your own advisory book and P/L. It involves deep client engagement, P/L responsibility, and significant revenue sharing and upside potential, moving beyond traditional sales metrics.
- What is the firm's background and expertise in Forex and Treasury management?
- The firm is a subsidiary of a leading financial services and Wealth Management entity with over 20 years of experience in FX and Treasury management. They are a well-established one-stop Treasury and FX Solutions firm.